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Daniel Lupo Location
New York, NY, US
Daniel Lupo Work
2025 -now Research Analyst @
2021 -2025 Senior Vice President @
2018 -2021 Vice President @
2016 -2018 Associate @
2016 -2016 Equity Research Associate @
2014 -2016 High Yield Research Analyst @
2014 -2014 Audit Intern @
2012 -2014 Saint Leo University Accounting Club President @
2012 -2014 Accounting and Economics Tutor @
2013 -2013 Accounting and Finance Intern @
2011 -2013 Outside Operations @ Aspetuck Valley Country Club
2013 -2013 Intern @ Profits and Gains
2010 -2011 Student Leaders at Methodist @
Daniel Lupo Education
The University of Connecticut School of Business 2014-2015
Saint Leo University
Bachelor's Degree (Accounting)
2011-2014
Methodist University 2010-2011
Notre Dame Catholic High School 2006-2010
Daniel Lupo Skills
Microsoft Excel
Accounting
Accounts Payable
Budgets
Financial Reporting
Forecasting
PowerPoint
QuickBooks
Auditing
Leadership
Management
Public Speaking
Time Management
Daniel Lupo Summary
Daniel Lupo, based in New York, NY, US, is currently a Research Analyst at Sona Asset Management. Daniel Lupo brings experience from previous roles at Jefferies and Telsey Advisory Group. Daniel Lupo holds a 2014 - 2015 The University of Connecticut School of Business. With a robust skill set that includes Microsoft Excel, Accounting, Accounts Payable, Budgets, Financial Reporting and more. Daniel Lupo has 2 emails and 1 mobile phone numbers on RocketReach.
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